Private Wealth Management Group’s CVS Health CVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Buy |
322
+6
| +2% | +$414 | 0.01% | 276 |
|
|
2025
Q1 | $21.4K | Sell |
316
-141
| -31% | -$9.55K | 0.01% | 281 |
|
|
2024
Q4 | $20.5K | Sell |
457
-75
| -14% | -$3.37K | 0.01% | 296 |
|
|
2024
Q3 | $33.5K | Buy |
532
+65
| +14% | +$4.09K | 0.01% | 206 |
|
|
2024
Q2 | $27.6K | Sell |
467
-119
| -20% | -$7.03K | 0.01% | 226 |
|
|
2024
Q1 | $46.7K | Sell |
586
-95
| -14% | -$7.58K | 0.02% | 159 |
|
|
2023
Q4 | $53.8K | Buy |
+681
| New | +$53.8K | 0.03% | 148 |
|